West Coast Financial LLC Ishares Morningstar U.S. Equit Transaction History
West Coast Financial LLC
- $844 Million
- Q2 2024
A detailed history of West Coast Financial LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, West Coast Financial LLC holds 21,572 shares of ILCB stock, worth $1.69 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,572
Previous 23,211
7.06%
Holding current value
$1.69 Million
Previous $1.68 Million
3.63%
% of portfolio
0.19%
Previous 0.2%
Shares
28 transactions
Others Institutions Holding ILCB
# of Institutions
166Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$37.2 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$35.4 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$33.3 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC192KShares$15.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$14.3 Million0.01% of portfolio